The small business operating suite, connected inside your digital banking

Business {{audience}} open Autobooks from a menu item in {{provider}} digital banking through single sign-on. No new app and no new login. A widget for invoicing and getting paid can also sit inside {{provider}}, and we're open to deeper integration with {{provider}}.

Yes. The experience carries your {{fi_type}}'s name and branding, and you choose which capabilities to enable. The menu shows only those.

Not a separate one for the app. Autobooks connects to your core through {{provider}}, and only for business {{audience}} who accept the Autobooks terms and conditions. For the Hub, we'll consider a direct core connection if your {{fi_type}} is interested.

Yes, by CSV export. Business owners export their data as a CSV file, which QuickBooks imports.

Digital banking reports on the account, and the core knows money moved. The Hub reports on the business: what it billed, what it collected, what it owes, and whether it's ready for capital. Bankers get portfolio visibility, business profiles, a Signal Feed, balance sheet and profit and loss access, and SFTP file share. The Hub is included with every Autobooks deployment.

Autobooks is a payment facilitator. Autobooks underwrites each business, carries the risk, originates the ACH, and processes card payments through Worldpay. Your {{fi_type}} shares in the revenue.

Autobooks is PCI compliant and owns PCI compliance for payments processed through Autobooks.

Not every business operates in a traditional retail environment. Many need to accept payments by invoice, by a link shared by text, or on the move. Autobooks lets you serve the businesses that aren't a fit for traditional merchant services, while those payments deposit into accounts at your {{fi_type}}.

Payments settle to the business's account at your {{fi_type}}. When accounting is enabled, every payment is categorized and recorded automatically.

Request settlement details

No. You can upgrade your current program one-for-one, offer the Autobooks suite to a defined segment of businesses first, or do both. Every path starts with your Autobooks Pro license.

Every payment made with a debit or credit card your {{fi_type}} issues earns interchange. Because the suite also helps businesses get paid and access lending, you can earn from merchant activity and small business lending too.

Yes. Pay by card works on any bill, including vendors that don't accept cards directly. Owners can use a card your {{fi_type}} issues or a credit card from another provider, and you see each payment line by line.

Yes. Owners review and approve payments before anything goes out, and dual approvals add a second sign-off. Payments are monitored for fraud as they move.

Your team works from the bill pay back office. The best way to see the servicing tools is a short demo.

Request a back office demo

Autobooks does. When a business enrolls, it gets emails introducing Autobooks as your partner, and the app points it to Autobooks for service and payment questions. Business owners reach us by phone, message, or chat. Your front line only needs a simple handoff. Your program team reaches us at FISuccess@autobooks.co.

AI Agents let a business owner connect Autobooks to the AI assistant they already use, such as Claude or ChatGPT, and manage invoicing and payments by chatting in their own words. They can send an invoice, check whether a customer has paid, and see which invoices are past due.

No money movement, no account numbers, and no access to online banking.

Autobooks supports MCP integration, so it can fit the AI policy your {{fi_type}} is defining.

Invoicing data only: invoices, customers, and products. Nothing reaches bank accounts, balances, transfers, or online banking credentials. Only the business's primary administrator can create or remove keys, and webhooks only send messages out.

Yes. We share our SOC 2 report under NDA.

Send a request

Most integrations go live in weeks. Launch follows four steps: prepare to go live, configure and test, announce your launch, and manage your program. Your {{provider}} representative sets up access and data sharing, and Autobooks provides the testing guide, training, and launch campaign.